A detailed history of Financial Perspectives, Inc transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 1,085 shares of IWR stock, worth $103,422. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,085
Previous 1,085 -0.0%
Holding current value
$103,422
Previous $87.9 Million 8.71%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$78.66 - $83.59 $865 - $919
11 Added 1.02%
1,085 $87.9 Million
Q4 2023

Feb 01, 2024

SELL
$64.84 - $78.27 $2,269 - $2,739
-35 Reduced 3.16%
1,074 $83.4 Million
Q2 2023

Jan 09, 2024

BUY
$67.49 - $73.03 $36,309 - $39,290
538 Added 94.22%
1,109 $81 Million
Q1 2023

Jan 09, 2024

BUY
$66.27 - $75.04 $132 - $150
2 Added 0.35%
571 $39.9 Million
Q4 2022

Jan 09, 2024

BUY
$62.09 - $71.89 $33,963 - $39,323
547 Added 2486.36%
569 $38.4 Million
Q3 2021

Jan 09, 2024

BUY
$76.44 - $82.59 $1,681 - $1,816
22 New
22 $1.72 Million

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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